Omega Wealth Management, LLC is a holistic and comprehensive wealth management firm based in Arlington, VA. As a diverse and woman-owned firm, we specialize in working with people going through significant transitions such as retirement, inheritance, or sale of a business. Our special tools, training and process to help guide our clients through the personal and financial sides of transition. We also focus on working with successful entrepreneurs who want to maximize the benefits of business ownership while integrating the personal, financial and business sides’ of their life. As a fee-only, “fiduciary” firm, we do not receive compensation from sales commissions.
Our goal is to integrate your values, vision and wealth. We take time get to know you, understand your communication preferences and your unique strengths & talents. From there, we begin gathering financial and investment data to assist us in completing a top-to-bottom review of your entire financial picture, culminating with a written plan that analyzes what it will take to achieve your goals and a comprehensive list of action steps to get you there. From an investment approach, we take a goals-based approach, informed by the life goals that have come out of your plan and tempered with your risk tolerance and tax situation. We are agnostic regarding passive and active investment strategies and often utilize both within our clients’ portfolios.